Robert MasonRobert MasonExecutive DirectorWealth Partner
Awards and Industry Recognition
About Robert
Robert Mason is an Executive Director, Portfolio Manager and Wealth Partner with J.P. Morgan Wealth Management. As a founding member of The Corbett Mason Group, he leads the team's efforts in developing asset management strategies that address the complexities of significant capital.
Bob views himself as a Chief Investment Officer for the group, overseeing all critical elements of the investment process for ultra-high-net-worth individuals and C-suite executives. He is particularly adept at addressing the need for asset allocation, portfolio construction and risk management. Bob draws on his 25 years of market experience to assist clients to both grow assets in bull markets and protect capital in bear markets. He is known for his leadership within the investment community and the Financial Times has named him to their list of Top 400 Financial Advisers1 in 2019, 2017, 2016, 2015. In 2020 and 2021, Robert was recognized by Forbes as one of the Best-In-State Wealth Advisors.2
As a member of J.P. Morgan Securities' Portfolio Manager Program, Bob is one of a select group of advisors who manage portfolios on a discretionary basis and are subject to regular quantitative and qualitative reviews. This exacting attention to detail enables him to actively invest assets on behalf of individual clients. His focus is trained on designing strategies for growth, equity and fixed-income objectives. Bob leverages his deep background to help corporate executives diversify away from their concentrated equity holdings.
With a career that spans over 25 years, Bob co-founded The Corbett Mason Group at Hambrecht & Quist to offer clients the benefit of the team's synergistic backgrounds. Since then, they have served at Bear Stearns and Morgan Stanley/Smith Barney, where Bob earned the Family Wealth Director designation. Together, the team joined J.P. Morgan in 2017 for the opportunity to leverage J.P. Morgan's resources and expertise in advising ultra-high-net-worth clients. Bob is proud to have built a fully integrated wealth management practice which he couples with the substance of his investment experience.
Bob is a graduate of Providence College and resides in East Greenwich, Rhode Island with his wife and two children.
Insights
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
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June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now